-84.8%
EOSE vs VIG
+19.5%
-104.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.1% | +10.5% | +5.7% |
| 7D | +9.7% | +2.7% | +7.0% | +0.9% |
| 30D | -34.6% | +7.0% | -41.6% | -47.6% |
| 3M | -50.8% | +4.0% | -54.8% | -56.6% |
| 6M | -66.5% | +12.3% | -78.7% | -77.0% |
| YTD | -81.3% | +16.4% | -97.7% | -88.8% |
| 1Y | -84.8% | +19.2% | -104.1% | -91.6% |
| All | -84.8% | +19.5% | -104.3% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling